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REPRESENTATIVE EXPERIENCE

David E. Morse

Advise on IRC and ERISA rules applicable to state-sponsored open multiple employer plans; advice on all aspects of employer 401k, pension, health and welfare plans, including plan design, investments, and governance.
Advise on all aspects of employer 401k, pension, health and welfare plans, including plan design, investments, and governance.
Provide advice on structure and organization of state program to establish an IRA-based payroll savings program for private sector workers, including applicability of ERISA, Internal Revenue Code, contracting with vendors, drafting of state enabling legislation and regulations, and development of program terms.
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